Novak & Powell Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Novak & Powell Financial Services’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$457K	Buy	3,084 +16	+0.5%	+$2.41K	0.25%	89
2025 Q4	$440K	Buy	3,068 +17	+0.6%	+$2.42K	0.23%	90
2025 Q3	$430K	Buy	3,051 +15	+0.5%	+$2.06K	0.23%	88
2025 Q2	$405K	Sell	3,036 -106	-3%	-$13.4K	0.28%	78
2025 Q1	$405K	Buy	3,142 +17	+0.5%	+$2.23K	0.25%	88
2024 Q4	$399K	Sell	3,125 -432	-12%	-$56.3K	0.24%	88
2024 Q3	$456K	Sell	3,557 -42	-1%	-$5.18K	0.26%	87
2024 Q2	$427K	Buy	3,599 +19	+0.5%	+$2.25K	0.27%	83
2024 Q1	$433K	Buy	3,580 +13	+0.4%	+$1.49K	0.32%	75
2023 Q4	$398K	Buy	+3,567	New	+$375K	0.27%	85

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Novak & Powell Financial Services's VYM Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.52% in Q1 2026, buying an estimated $2.41K and bringing the position to 3,084 shares worth $457K. The position accounts for 0.25% of the portfolio, ranked #89.

Novak & Powell Financial Services first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. 2,004 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Novak & Powell Financial Services held 3,084 shares of Vanguard High Dividend Yield ETF worth $457K as of Q1 2026.
Novak & Powell Financial Services bought 16 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $2.41K.
Vanguard High Dividend Yield ETF made up 0.25% of Novak & Powell Financial Services's portfolio in Q1 2026, its #89 holding.
Novak & Powell Financial Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
2,004 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.